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Ishares Tr ibonds dec2026 shares owned by Sonata Capital

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Sonata Capital from 13F filings

Historical chart of Sonata Capital investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 held by Sonata Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec2026 by Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 136k 24.30
2024-03-31 $2.9M 122k 23.85
2023-12-31 $2.4M 99k 23.90

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Ishares Russell Mid Cap Etf Etf (IWR)
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Microsoft Corporation (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Russell 2000 Value Etf Etf (IWN)
Apple (AAPL)
Vanguard Total Stock Market Et Etf (VTI)
Vanguard High Dividend Yield E Etf (VYM)
Amazon (AMZN)
Ishares S&p 500 Growth Etf Etf (IVW)
Berkshire Hathaway (BRK.B)
Ishares Ibonds Dec 2024 Trm Et Etf (IBDP)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Small Cap 600 Etf Etf (IJS)
Spdr S&p Midcap 400 Etf Iv Etf (MDY)

View all positions for Sonata Capital

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Mercer Global Advisors
Capital Advisors
Hm Payson & Co
Shufro Rose & Co
Stifel Financial
Raymond James Financial Services Advisors
Gratus Wealth Advisors
Royal Bank of Canada
Sound View Wealth Advisors Group
Pamela Horwath

View all funds holding Ishares Tr ibonds dec2026